Smart Coupons

Smart Coupons provide a powerful, “all in one” solution for gift certificates, store credits, discount coupons and vouchers.

The plugin allows customers to buy credits for themselves or gift them to others. It automatically issues coupons on product purchase, provides “Apply Coupon with One Click” technology and more.

Features ↑ Back to Top

  • Create coupons of a new type – Store Credit/Gift Certificate. Credit balance will be managed automatically.
  • Auto Generate any coupon – Generate a unique coupon code with predefined attributes.
  • Prefix – Suffix for any coupon.
  • Option to pick the product’s price as the coupon’s amount – Allows customer to buy any credit amount from single product.
  • Link any coupon to a product – New or existing. Customers automatically get the coupon when purchasing the product.
  • Gift Certificates – Create a new product and call it a Gift Certificate/Voucher or anything else that suits your business. Add details and pricing, and associate a Store Credit/Gift Certificate coupon with it. Customer can enter the email address of the person to send the coupon during checkout. They may also add a custom message.
  • Send a Gift Certificate/Store Credit to many people with a single order.
  • Works great with Chained Products – Allows you to create product combos that include other products and gift vouchers for future purchase, increasing the overall value of the offer.
  • Link as many coupons as you like with a product.
  • Link coupons with any product type – Standard, digital, variable, etc.
  • Automatic Balance Maintenance – Credit coupon balance is reduced automatically.
  • Automatic Deletion on Zero Balance – Credit/certificate is deleted automatically when balance reaches zero. No need to spend time on this.
  • Unique coupon code generation for all credits/gift certificates.
  • Tight security – Coupons can be associated with customers, and credits can be used only by their beneficiaries.
  • Unique Apply Coupon with One Click technology – Logged-in customers will see available coupons on cart/checkout pages and can apply coupon with single click. No digging into mailboxes, and time/attention wasted during the critical checkout process.
  • Generate and Export/Import coupons in bulk.
  • Set expiry dates of coupons in Days, Weeks, Months & Years.
  • CSS classes to style coupons visible to customers.
  • Offer Credits at a Discount – Link coupon with any product and set the product’s price lower than the coupon’s value. Offer a discounted gift certificate. We’ve seen a huge increase in sales using this method. You get money in advance, and customer keeps coming back to the store to buy more. In tests, we discovered that 84% customers bought more than the gift certificate value.
  • Carry forward benefits of WooCommerce coupon system: Limit coupons to specific products, validity period, usage times, expiry date, etc.
  • Convenient and familiar coupon management interface – No need to learn a new interface to manage Smart Coupons.

Screenshot Gallery ↑ Back to Top

Here’s how you can set new coupons, and how they work for the user.

Screenshot on 2014-09-30 at 14-34-30



Add coupons to product



Product page


"Apply Coupon with One Click" technology in action

“Apply Coupon with One Click” technology in action

Coupon applied with one click

Coupon applied with a single click

Coupons Available to Current User Show on Checkout too

Coupons Available to Current User Show on Checkout too

Coupon code with auto generated code and prefix suffix

Coupon code with auto generated code and prefix suffix


Email sent to Gift Card receiver


Credit Balance on My Account

Credit Balance on My Account

Installation ↑ Back to Top

  1. Install or ensure that you have latest version of WooCommerce.
  2. Unzip and upload the folder ‘woocommerce-smart-coupons’ to your: /wp-content/plugins/ directory.
  3. Activate WooCommerce Smart Coupons via the Plugins menu in WordPress.

Creating a Coupon ↑ Back to Top

  1. Go to: WooCommerce > Coupons.
  2. Add new coupons. If you want to create a credit-based coupon, Store Credit or Gift Certificate, use Store Credit/Gift Certificate as the type.Screenshot on 2014-09-30 at 14-34-30
  3. Add other coupon details.
  4. Save.

If you need help with adding coupons in WooCommerce, see: Coupon Management.

Linking a Coupon with a Product ↑ Back to Top

Linking a coupon with a product allows you to give a coupon to customers who purchase a specific product. After the purchase is complete, the customer receives the coupon in his account, ready to be applied to the next order.

  1. Add a new product or edit an existing one.
  2. Select Coupons under the General tab.
  3. Enter the name of a coupon you want to give a customer with this product.
  4. Select the coupon from the suggestions displayed.
  5. Add as many coupons as you like.

    Add coupon to product

    Add coupon to product

  6. Set up price and other details for the main product.
  7. Click Update or Publish to save changes.

Auto Generate Unique Codes ↑ Back to Top

Any coupon can be used to as a template to auto-generate new and unique coupons but with same attributes as the original. This feature also increases security, as people then can’t share coupons since auto-generated coupons are restricted to a customer’s email address.

To set up auto-generation:

  1. Add a new coupon (or edit existing coupon).
  2. Go to: Auto Generation of Coupon and enable. Note: This field is only available for discount types other than Store Credit/Gift Certificate because the auto-generation feature is default behavior for Store Credit/Gift Certificate.

    Coupon code with auto generated code and prefix suffix

    Coupon code with auto generated code and prefix suffix

  3. Set up a prefix and/or suffix if you wish.
  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Adding Prefix/Suffix to coupon code ↑ Back to Top

Prefix/Suffix will only be added when Auto Generation of Coupon is enabled for a coupon.

To use this feature:

  1. Add a new coupon or edit existing coupon.
  2. Enable Auto Generation of Coupon.
  3. Enter text to be used as Prefix/Suffix in respective fields.

    Coupon code with auto generated code and prefix suffix

    Coupon code with auto generated code and prefix suffix

  4. Save.

To associate this coupon with a product, see: Linking a Coupon with a Product.

Store Credit/Gift Certificate of any amount ↑ Back to Top

To allow customers to purchase a Store Credit/Gift Certificate in an amount/denomination/quantity of their choice:

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Give it a title, i.e., GenerateCalledStoreCredit.
  4. Select Store Credit/Gift Certificate as Discount type. Important: Leave coupon amount blank.Screenshot on 2014-09-30 at 14-34-30
  5. Enable Pick Product’s Price?
  6. Enter Prefix/Suffix (optional).
  7. Save.

Setup for Product:

  1. Add or edit an existing Simple Product.
  2. Name the product, i.e., Store Credit/Gift Certificate.
  3. Important: Leave Regular Price & Sale Price fields blank.
  4. Go to Coupons
  5. Search for and select coupon created in above step, i.e., GenerateCalledStoreCredit.WC-Product-Data
  6. Save. You’re done!

Now your customer can purchase a Store Credit/Gift Certificate in any amount.

Note: Feature is compatible with Name your price.

Store Credit/Gift Certificate of any amount – Examples

  1. Customer visits the product’s page, which allows customer to purchase credit in any amount.
  2. Customer enters amount of credit he/she wants to purchase.

    Purchase credit of any amount – front end


  3. Quantity can adjusted, if customer wants to purchase more than one credit, i.e., A credit for £600 in the form of gifts of £300 each for 2 people. Customer would enter 300 in provided box and increase quantity to 2.
  4. Customer goes through normal purchase process – Add to cart, checkout, payment, etc.
  5. On checkout page, customer can enter recipient’s details, if they want to forward the credit to someone else.

    1) Enter e-mail ids to which credit will be forwarded. 2) Credit's value. 3) Any message if customer want to send along with credit

    1) Enter e-mail ids to which credit will be forwarded. 2) Credit’s value. 3) Any message if customer want to send along with credit

  6. After payment is completed, a credit is generated and forwarded via e-mail to recipient(s).

    Email to 1st friend



    Email to 2nd friend


  7. Sender is informed with an acknowledgement e-mail.

    Acknowledgement to sender


Sent/Received Coupon Details ↑ Back to Top

Smart Coupons v2.1+ comes with a new feature, allowing the store admin and customer to see sent/received coupon’s details.

By default, it shows basic details. To show more, you click on the coupon and it show details about the sender, recipient and message.

Examples of this feature:

  • View from the admin side:
    'Coupon sent' meta box under each order, showing details of coupon sent from store for that order

    ‘Coupon sent’ meta box under each order, showing details of coupon sent from store for that order

    Click 'More details' or 'Less details' to toggle view of sent coupons (admin)

    Click ‘More details’ or ‘Less details’ to toggle view of sent coupons (admin)

  • View from the customer side:
    Received coupon details on My Account page

    Received coupon details on My Account page

    Click on a coupon to view more details about received coupon

    Click on a coupon to view more details about received coupon

    Received coupon's details in 'Order complete' email

    Received coupon’s details in ‘Order complete’ email

Importing coupons in bulk through a CSV file ↑ Back to Top

Smart Coupons gives you the ability to bulk import coupons using a structured CSV file.

A sample.csv file is included in the Smart Coupons plugin folder within your WordPress install. You can use this as a starting point to create an import file.

  1. Go to: WooCommerce > Smart Coupon.
  2. Click the Import Coupons button under the Import Coupons tab.Screenshot on 2014-09-30 at 14-40-47
  3. Upload a CSV file using Choose File. Click the Upload file & import button.Screenshot on 2014-09-30 at 14-41-58
  4. Click Submit when asked to map fields from CSV file to its respective attributes to upload coupons. Wait for a message about importing.

Generate and Export/Import Coupons in bulk ↑ Back to Top

Smart Coupons allow you to generate coupons in bulk with all necessary options required for coupon.

  1. Go to: WooCommerce > Smart Coupon.
  2. Click the Generate Coupons tab. You will see the following interface to set different parameters of coupons.Smart Coupon ‹ WooLocal — WordPressFor more details, see Coupon Management.
  3. Choose whether to export coupons in .CSV file or import generated coupons in your store.

If you have choose to import coupons, then you can send the generated coupon code to the customer at the time of import. This works with the above Email Restrictions option. Any email addresses you entered receive coupons once coupons are generated.

This feature provides complete support for Import and Export of coupons in WooCommerce, which you can use if/when moving your store.

Automatically set expiry date ↑ Back to Top

You can define the expiry date of a coupon in days, weeks, months and years. The feature automatically sets expiry date of a generated coupon according to date of issuance.

Automatically set expiry date

Automatically set expiry date

You can find this setting on the edit page of every coupon. To use this feature, enable Auto Generation.

Sell Gift Certificate of fixed amount ↑ Back to Top

You can sell store credit / gift certificates of fixed amount by creating product variations.

  1. Go to: WooCommerce > Coupons.
  2. Create/add a new coupon.
  3. Select Discount type as Store Credit/Gift Certificate.
  4. Important: Leave Coupon amount blank.
  5. Enable Pick Product’s Price?
  6. Save.
  7. Create product variations, where each variation has a unique and fixed price.
  8. Associate the above created coupon with this product.Screenshot on 2014-10-14 at 16-21-39
  9. When customer will purchase any product variation, a coupon with same price as of the variation, will be created & will be emailed to respective customers.

    Sell gift certificate of fixed amount

    Sell gift certificate of fixed amount

Immediately sending Store Credit ↑ Back to Top

  1. Go to: WooCommerce > Smart Coupon and then the Send Store Credit tab.
  2. Enter E-mail ID, Credit amount  and Message (optional).
  3. Click Send to send Store Credit immediately.

You’ll receive a success message after sending the Store Credit.

Send Store Credit immediately

Send Store Credit immediately

Resend coupons ↑ Back to Top

Generated coupons sometimes fail to be delivered, and the buyer will ask for the coupon details.

Features available in WooCommerce core can resend  some emails to customers, such as the Customer invoice. Coupons generated after the order are included in the Customer invoice, so you can use this feature to resend coupon details.

To resend coupon’s details:

  1. Open the order.
  2. Go to: Order Actions
  3. Select Customer Invoice
  4. Click the round button with the arrow (marked in screenshot).

    Resend coupon's details

    Resend coupon’s details

A buyer can send a store credit as a gift card to a friend. If they are asking to send coupon’s details to a friend directly, this is not possible. You can send a Customer invoice to the buyer and ask them to copy and send the coupon details to his/her friend.

Improved look and style of coupons ↑ Back to Top

Customers can view their available coupons on the Cart page, Checkout page and on the My Account page. You can use CSS to style the appearance.

Default styles available in Smart Coupons:

Display style of coupons

Display style of coupons

Improved Receiver details form ↑ Back to Top

  • You can send a store credit to yourself or gift a store credit to someone else.
  • If you want to send more than one gift card, you have separate message fields for each gift card.
  • All generated coupon details are stored in order meta.
Improved receiver details form

Improved receiver details form

Change/Modify/Replace/Override Email Sent From Smart Coupons ↑ Back to Top

All emails sent from Smart Coupons, including the coupon code, are sent via an existing template that is located inside the 'templates' directory of Smart Coupons. If you want to change or modify content of an email or if you want to the change layout, there are two ways to do it.

    • Apply change in file:
      Open file '/woocommerce-smart-coupons/templates/email.php'. Modify its content and style, as needed. Note: This method is not recommended, as you’ll lose changes after updating Smart Coupons to newer version.
    • Use another template file:
      Use your own email template in place of the default one provided by Smart Coupons.

      1. Create a template file and keep the file name as: email.php. Other file names will not work.
      2. Open your themes folder and create new folder. Keep the folder’s name as: woocommerce-smart-coupons
      3. Place file email.php inside woocommerce-smart-coupons
      4. The file path of your email template should be: /wp-content/themes/your-theme-folder/woocommerce-smart-coupons/email.php

      Smart Coupons will use your template file (if found) for all emails sent from Smart Coupons.

      If you encounter issues, file a Support ticket.

Translate from Outside the Plugin ↑ Back to Top

From Smart Coupons 2.5+, it’s possible to provide translation for the plugin externally, i.e., from a common folder created specifically for providing language translations. People generally do this if they don’t have a language file to handle it manually when updating the plugin.

To provide your own language file for translation:

      1. Locate the full file system path in the directory where your language .po and .mo files reside. It may be something like:  /home/username/public_html/wordpress/wp-content/languages/
      2. Open the functions.php file of your theme.
      3. Copy and paste the following code at the end of the file
        add_filter('smart_coupons_translations_file_path', 'new_smart_coupons_translations_file_path');
        function new_smart_coupons_translations_file_path( $path ) {
        return '../relative/path/of/wp-content/languages/';
      4. Save the functions.php file.

Now it should load translations from your language file

Miscellaneous Features ↑ Back to Top

      • Duplicate an existing coupon using the Duplicate link.
      • Filter a coupon list created for specific users by entering the user’s e-mail ID & “Email: ” as a prefix to user’s e-mail.Screen Shot 2014-09-30 at 14.52.41
      • “Apply Before Tax” as another discount type.Screen Shot 2014-09-30 at 14.55.39
      • “Apply Before Tax” is not applicable for Store Credit/Gift Certificate. Screen Shot 2014-09-30 at 14.57.31
      • Change default text of Smart Coupons in WooCommerce > Settings under the General tab, i.e., texts appearing on the product page and in emails.Screenshot on 2014-09-30 at 15-00-37
      • Prevent the deletion of store credit after usage. By default, Smart Coupons delete store credits that have a zero balance. You can uncheck the option as shown below to prevent deletion.

        Prevent deletion of store credit

        Prevent deletion of store credit

FAQ ↑ Back to Top

Is Smart Coupons compatible with Subscriptions?
No, it’s not completely compatible with Subscriptions.

You can only associate coupons with a subscription, which will result in generating coupons only once. Customers can also sign up for a subscription using store credit, but this discount will not be applied on the next payment.

Problem with coupons after import
If dates are entered in your import file, make sure they are in the proper format. Expiry date format should match with the format of WooCommerce, which is: YYYY-MM-DD. You can find this format used with any WooCommerce coupon. If you are entering post date, make sure it matches the date format of the post date, which is: YYYY-MM-DD HH:MM:SS. You can find this format in the posts table of your WordPress database.

What’s the URL to my coupon, so it’s automatically inserted when visiting?

Replace with your own URL then replace discount5 with the generated coupon code.

Which should I use for Account Credit/Gift Certificates? Smart Coupons or PDF Product Vouchers?

See our Knowledge Base article to understand the differences.

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